An onboarding
expert for every
customer.
Obi learns what each customer needs to accomplish, sees their screen, and works through onboarding with them step by step.
Like a real onboarding manager multiplied by a thousand.
Your user sets the goal.
The user starts a session from a link, any time it suits them. They tell Obi what they want to accomplish, and Obi asks questions to build a plan specific to them, in their preferred language.
Obi invites them to a live call.
Obi appears on their screen as a native browser overlay. It greets them, confirms what they are trying to achieve today, and starts the process.
They share their screen.
Obi asks them to share their screen. From this second onward, Obi sees exactly what they see. Their actual account. No sterile demo environments.
Obi works through it with them.
Obi walks them through the process step by step, answering questions along the way. It stays with them as a browser-based picture-in-picture overlay, a digital companion for the whole journey.
Start with what
you already have.
Improve as you go.
Give us the link to your help docs and we build a knowledge repository Obi draws on in every session. Direct integrations available for Intercom and Zendesk.
Upload screen recordings or walk through your key flows once. Obi maps them into structured session guides you can review and refine before going live.
Run a session yourself before any customer sees it. Verify Obi follows the right steps, handles edge cases, and escalates gracefully when it is unsure.
Every session generates a report and an issue log. Spot gaps, patch them in the portal, and watch completion rates climb with each iteration.
Full picture without
the guesswork.
Every session generates a structured report showing what the user accomplished and where they hit friction, plus the full recording and transcript when you want to dig deeper.
A running list of knowledge gaps and blockers from every session, each linked to the relevant materials and session moments. Patch a temporary fix in our portal, or resolve it at the source.
Describe what you want in plain English. Cor reads across every report, Q&A log, friction point, and transcript, then writes the report. No dashboards, no SQL.
Built for real onboarding,
not just answering questions.
Obi maps each session to the customer's specific goal, then leads them through it step by step, adjusting in real time as things change.
When Obi needs more context to guide correctly, it asks. And when a customer asks something you didn't plan for, it answers on the spot using your knowledge base and the screen in front of it.
Obi doesn't wait to be asked. It drives the customer forward, deciding the next best step instead of sitting back and retrieving answers on demand.
Obi's browser-based picture-in-picture tech guides customers everywhere they work, not just inside your app, making it ideal for integrations, data migrations, and desktop workflows.
Frequently asked
questions.
See what a live session
with your content looks like.
Book a demo and we will show you exactly what a live session looks like - using your product's workflows, not ours.